David Blunt, Perpetual Private – Acting Chief Investment Officer

March 2026

Global Investment Institute congratulates David Blunt on his appointment to the Acting Chief Investment Officer role at Perpetual Private, the wealth management division of Perpetual Limited, with ~$22 billion in funds under advice.

Perpetual Limited is an ASX-listed, diversified financial services company which was established as a trustee company and has been serving Australians since 1886, with over ~A$230 billion in funds under management.

Most recently, David served as Head of Growth Assets at Perpetual Private, having joined the firm in 2015.

We wish David all the best in his new role and continued success to the team at Perpetual Private.

Brendon Jones, NZ Super Fund – Head of Real Assets

March 2026

Global Investment Institute congratulates Brendon Jones on his promotion to the Head of Real Assets role at NZ Super Fund.

The NZ Super Fund invests Government capital contributions, and the returns, to contribute to the cost of paying superannuation later. The Fund has more than NZ$90 billion in assets.

Most recently, Brendon served as Director, Real Assets at NZ Super Fund, having joined the fund in 2014.

We wish Brendon all the best in his new role and continued success to the team at NZ Super Fund.

Spotlight on Juan Correa, Chief Strategist, Global Asset Allocation, BCA Research

“While the world is multipolar, the economic imbalances of unipolarity created over the last 40 years remain. These imbalances are unsustainable, and will reverse over the next 5 years, creating ample opportunities for investors.”

- Juan Correa is the Chief Strategist of Global Asset Allocation at BCA Research, where he advises pension funds, sovereign wealth funds, endowments, and family offices on optimal portfolio construction. BCA Research advises more than 2,000 clients over 70 different countries with over $30 trillion dollar in AUM.

BCA's mandate covers tactical asset allocation (6-18 month view) as well as strategic asset allocation (5-10 year view), covering both liquid and illiquid assets and providing long term capital market assumptions.

Over the past decade at BCA, Juan's research has covered topics such as the role of geopolitics in asset allocation, how dilution affects long term equity returns, techniques for building capital market assumptions, the interaction between private markets and factor premia, the role of fees in hedge fund performance, and the benefits of gold for multi asset portfolios, among others.

Juan will be presenting at Global Investment Institute’s upcoming Family Office Investment Forums, taking place on Tuesday, 17 March 2026 in Sydney CBD, New South Wales and Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zelda@globalii.com.au.

Gareth Aird, Evidentia Group – Chief Investment Strategist

March 2026

Global Investment Institute congratulates Gareth Aird on his appointment to the Chief Investment Strategist role at Evidentia Group.

Evidentia Group are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms, with over ~A$34 billion in funds under management.

In his new role, Gareth will be responsible for leading the firm’s macroeconomic research capability, providing deep strategic insights into interest rates, inflation, currency movements and global market forces. His work will support advisers with clear and nuanced perspectives on portfolio positioning.

Gareth will commence in the new role in early April 2026, reporting into Darren Beesley, Chief Investment Officer of Evidentia Group.

We wish Gareth all the best in his new role and continued success to the team at Evidentia Group.

Del Hart, Mercer New Zealand – Chief Investment Officer

March 2026

Global Investment Institute congratulates Del Hart on her appointment to the Chief Investment Officer role at Mercer New Zealand.

Mercer New Zealand has over NZ$11 billion in assets under management and 25,000 employees in over 130 counties.

Most recently, Del served as Head of External Investments and Partnerships at NZ Super Fund for nearly eight years, having joined the fund in 2010 as Portfolio Manager, Unlisted Mandates.

We wish Del all the best in her new role and continued success to the team at Mercer New Zealand.

Rachel O’Connor, Rest – Head of Fixed Income, Credit & Cash

March 2026

Global Investment Institute congratulates Rachel O’Connor on her promotion to the Head of Fixed Income, Credit & Cash role at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds with ~A$105 billion in assets under management and more than 2 million members.

Most recently, Rachel served as Senior Portfolio Manager, Fixed Income at Rest, having joined the fund in 2021.

We wish Rachel all the best in her new role and continued success to the team at Rest.

Duy To, AMP – Head of Public & Private Markets

March 2026

Global Investment Institute congratulates Duy To on his promotion to the Head of Public & Private Markets role at AMP.

AMP Investments manage over $70 billion of assets across a range of contemporary multi-asset investment solutions, for superannuation, retail and institutional clients.

Most recently, Duy served as Head of Public Markets at AMP for nearly five years, having joined AMP in 2006 as an Actuarial Analyst.

We wish Duy all the best in his new role and continued success to the team at AMP.

Spotlight on Nick Giorgi, Chief Equity Strategist, Alpine Macro

“Investors should fade fear and favour fundamentals, adopting a ‘risk-on’ approach given a goldilocks-lite macroeconomic backdrop characterised by supportive policy, operational excellence, and secular evolution. Lean into sources of cyclicality, specifically those buttressed by secular growth drivers.”

- Nick Giorgi is the Chief Equity Strategist at Alpine Macro, where he is responsible for leading a boutique equity research franchise with a focus on identifying actionable investment opportunities and optimally positioning tactical strategy across equity sectors, themes, styles, factors, and market cap.

Alpine Macro advise sovereign wealth, hedge funds, long-only institutions, family offices, and private wealth clients across the world.

Nick will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Thursday, 12 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

February 2026 SuperCareers - Job opportunities for executives and senior investment professionals across our industry

February 2026

Current featured job vacancies and opportunities include roles at AustralianSuper, Avant Mutual, Aware Super, CalPERS, Cbus, Evidentia Group, First Sentier Group, Funds SA, Goldman Sachs, HESTA, Hostplus, Incolink, Janus Henderson, JPMorganChase, La Trobe Financial, Macquarie, Mercer, NGS Super, NZ Super Fund, Octopus Australia, QIC Real Estate, Rest, State Super, T. Rowe Price Australia, TD, Ten Cap and The Carlyle Group.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

Leanne Taylor, Mason Stevens – Chief Investment Officer

February 2026

Global Investment Institute congratulates Leanne Taylor on her appointment to the Chief Investment Officer role at Mason Stevens.

Mason Stevens is a provider of integrated wealth platform technology, that focuses on investor portfolio outcomes and also offers an Outsourced CIO (Chief Investment Office) service.

Most recently, Leanne served as Head of Portfolio Strategy and Asset Allocation at Victorian Funds Management Corporation (VFMC).

We wish Leanne all the best in her new role and continued success to the team at Mason Stevens.

Spotlight on Phil Strano, Head of Australian Credit Research, Yarra Capital Management

“In 2026, private credit is not a one-size-fits-all solution. Dispersion across strategies, structures, and managers means results are increasingly determined by portfolio construction, not market beta. For patient capital, the edge comes from building portfolios that are diversified, selectively sourced, structurally disciplined and tailored specifically for the Australian credit marketplace.”

- Phil Strano is Head of Credit Research at Yarra Capital Management, where he oversees the development and implementation of investment strategies across a range of credit asset classes. Phil provides market insights and supports the firm's investment teams to ensure portfolios are positioned to meet client objectives in evolving economic conditions.

A core part of Phil's role is balancing risk and return through multi-sector credit strategies to help their clients navigate an increasingly complex market environment.

Phil will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Investment Leadership Team restructure at Aware Super

February 2026

Aware Super, the A$210 billion Australian superannuation fund has announced a revamped investment structure and leadership team who will report into Simon Warner, Chief Investment Officer, Aware Super.

Simon was appointed to the CIO role in October 2025, and said the changes were the next evolution of the Fund’s investment model and would bring together data, liquidity management, public and private markets, and defensive assets in a more connected operating framework, which would also support a Total Portfolio Approach (TPA) to investing.

We wish the team all the best in their new roles and continued success to Aware Super.

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